Position in NJR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$764,721
+$472,736 QoQ
Shares Held
13,646
+115.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#203
of 456 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NJR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026MACKENZIE FINANCIAL CORP holds $106,922,325 across 9 Utilities - Regulated Gas names. NJR ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UGI |
Ugi Corp /Pa/
|
1,526,713 | $52,732,667 | |
| 2 | BIPC |
Brookfield Infrastructure Corp
|
418,986 | $16,130,961 | |
| 3 | CTRI |
Centuri Holdings, Inc.
|
367,667 | $11,118,250 | |
| 4 | ATO |
Atmos Energy Corp
|
64,351 | $11,085,746 | |
| 5 | NI |
Nisource Inc.
|
138,902 | $6,604,790 | |
| 6 | BKH |
Black Hills Corp /Sd/
|
69,409 | $5,164,029 | |
| 7 | SR |
Spire Inc
|
37,387 | $2,919,550 | |
| 8 | NJR |
New Jersey Resources Corp
This page
|
13,646 | $764,721 |
All Filings in NJR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $764,721 | 13,646 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $291,985 | 6,331 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,229,076 | 25,526 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $289,313 | 6,455 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $316,682 | 6,455 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $293,381 | 6,289 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $832,938 | 17,647 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $255,798 | 5,985 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $256,816 | 5,985 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $266,811 | 5,985 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $243,170 | 5,985 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $282,492 | 5,985 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $318,402 | 5,985 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $296,975 | 5,985 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $275,311 | 7,114 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $330,323 | 7,418 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $286,533 | 6,248 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $214,004 | 5,212 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||